Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$32.62 - $34.69 $7.37 Million - $7.84 Million	226,084 New	226,084 $7.84 Million
Q2 2023 Aug 14, 2023	SELL	$29.28 - $30.9 $708,898 - $748,119	-24,211 Reduced 99.81%	46 $1,000
Q2 2023 Jul 25, 2023	SELL	$29.28 - $30.9 $2.42 Million - $2.55 Million	-82,607 Reduced 77.3%	24,257 $749,000
Q1 2023 May 08, 2023	SELL	$28.04 - $29.43 $1.2 Million - $1.25 Million	-42,619 Reduced 28.51%	106,864 $3.14 Million
Q4 2022 Feb 15, 2023	BUY	$26.55 - $28.53 $22,992 - $24,706	866 Added 0.58%	149,483 $4.2 Million
Q3 2022 Dec 12, 2022	BUY	$26.57 - $29.02 $3.95 Million - $4.31 Million	148,617 New	148,617 $4.18 Million

208

17.9M

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